College Savings Plans Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA). LEARN MORE Stock & Bond Market Strategies If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. LEARN MORE [...]
Bob Barber Rachael Barber Nathaniel Morris Pat Hail Kirsten Otto Jenna Peters Bonus! Bob's football pic! Click below to read other articles from the Christian Financial Advisors August 2016 Newsletter College Savings Plans Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA). LEARN MORE Stock & Bond Market Strategies If [...]
Advice for the Recent Grad in Your Life It’s that time of year again! The time where high school grads are going off to college for the first time. I’m sure many of you have kids and grandkids that will be starting this journey, and you want them to be as comfortable as possible when [...]
Are you using our Christian Financial Advisors System? As a client, this is your personal Christian Financial Advisors account consolidation system… and so much more. The Christian Financial Advisors System provides the capability to bring together ALL of your financial accounts and holdings in one place. Not only can you view your investment accounts with [...]
If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. The United States stock and high yield bond markets have completely rebounded from their major downturns of the early and late 2000’s and are now at all [...]
Trying to determine what college expenses qualify for 529 Plan and Coverdell Education Savings Account (ESA) withdrawals? Here is a listing for quick, easy reference. Make sure and keep any receipts for these qualified expenses to prove the use of the distribution, in case of a tax audit. 529 Plans Qualified higher education expenses: generally, [...]